See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,487 | $95,561+38.6% | $77,163+71.7% | $139,434-5.0% |
| Participation rate | 88.9% | 73.9%+14.9pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 19.24% | 54.92%-35.7pp | 37.87%-18.6pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,012 | $3,147-4.3% | $2,535+18.8% | $4,751-36.6% |
| Participant deferral / active EE | $6,024 | $4,624+30.3% | $3,833+57.1% | $6,710-10.2% |
| Admin fee / account holder | $108,440 | $8,295+1207.3% | $5,472+1881.7% | $11,403+851.0% |